Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
4.64%
6 Months
−1.89%
20.32%
1 Year
−1.71%
29.93%
3 Years
14.33%
—
5 Years
13.36%
—
Since Inception
22.84%
15.24%
Fund Age
5 yrs 5 mo
1 yr 9 mo
AUM
₹46.26 Cr
₹3.17 Cr
Alpha – 1 Year
−6.43%
25.21%
Alpha – 3 Years
2.24%
—
Information Ratio – 3 Years
0.22
—
Volatility – 1 Year
19.18%
24.54%
Volatility – 3 Years
17.80%
—
Beta – 1 Year
1.02
1.19
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
-0.27
0.97
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
13.68%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−20.80%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.14%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
L 28% · M 19% · S 50%
Number of Stocks
65
36
Portfolio P/E
28.49
71.00
Top 5 Holdings
Tata Investment Corporation Ltd · 10.26%
Trent Ltd · 6.85%
Titan Company Ltd · 5.27%
ICICI Bank Ltd · 4.18%
Bajaj Finance Ltd · 4.13%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / – / –